I can't see your YTD data, but since I assume it's close to your 6-month performance, then you're in the neighborhood of 30%. Which is fantastic, congratulations!
Personally, I'm only around double the SPY, which is good enough for me, as I'm holding around 25% cash, and I stll have some energy and commodity assets as a hedge.
I don't like this euphoric IPO era, and neither does Ken Fisher -- in fact, he considers it to be one of the major risks for 2026.
Hi, Martin. The 6-month number is being distorted by a retired strategy, so the portfolio's YTD performance actually slightly lags SPY. So congrats to you! Doubling the SPY sounds fantastic (especially with 25% cash) in my view :) Yeah, thanks for sharing the video. Ken Fisher tends be more of a perma bull than a perma bear, so it's worth listening to when he sounds an alarm, I think.
No. I'm just going through a temporary hiatus due to the personal situation. 🙂 I'm still sticking to the monthly portfolio updates, though, as you see.
I can't see your YTD data, but since I assume it's close to your 6-month performance, then you're in the neighborhood of 30%. Which is fantastic, congratulations!
Personally, I'm only around double the SPY, which is good enough for me, as I'm holding around 25% cash, and I stll have some energy and commodity assets as a hedge.
I don't like this euphoric IPO era, and neither does Ken Fisher -- in fact, he considers it to be one of the major risks for 2026.
https://www.youtube.com/watch?v=dFJe2-PvOrs
So, it's not just the dilution of the Nasdaq that is worrisome -- it's where we'd be on the speculative scale.
How do you think about this topic?
Hi, Martin. The 6-month number is being distorted by a retired strategy, so the portfolio's YTD performance actually slightly lags SPY. So congrats to you! Doubling the SPY sounds fantastic (especially with 25% cash) in my view :) Yeah, thanks for sharing the video. Ken Fisher tends be more of a perma bull than a perma bear, so it's worth listening to when he sounds an alarm, I think.
Thank you.
So, from now on, will I only be uploading portfolios without the JJ series or other topics?
No. I'm just going through a temporary hiatus due to the personal situation. 🙂 I'm still sticking to the monthly portfolio updates, though, as you see.